Excellent post. I've been thinking about a lot of the ideas you've touched on lately, too. I agree that the rise of BP businesses are very likely and we already see evidence of this today with some BP's outsourcing server maintenance. I actually foresee BP becoming so commoditized that it no longer becomes a differentiator for attracting votes - it's a hard-line requirement. The value add services are going to come in the form of community responsiveness, outsourcing to experts, etc.
Similar to @lukestokes I'm contemplating teaming up with individuals to start running an EOS BP organization/company/DAO/whatever.
If you are not in the top 20 producers, how do you expect to monetize your investements? Becoming a tier 2 BP and host specialized Dapps with a custom node?